一周热榜精选：特朗普强势改写美联储！寒武纪超越茅台成新“股王”

Market Overview - The US dollar index experienced fluctuations this week, initially rising before declining due to President Trump's dismissal of Fed Governor Cook, raising concerns about the Fed's independence and interest rate cuts [1] - Spot gold benefited from the uncertainty surrounding the Fed and French politics, returning above the $3400 mark, potentially marking a second consecutive week of gains [1] - International oil prices are expected to rise for the second consecutive week, influenced by ExxonMobil's potential return to Russian projects and the diminishing likelihood of a meeting between Russian and Ukrainian leaders [1] - Bitcoin saw a significant drop below $110,000, likely marking a second consecutive week of losses, while Ethereum outperformed with a 17% increase over the past 30 days [1] Investment Bank Insights - Morgan Stanley predicts the Fed will cut rates by 25 basis points in March, June, September, and December 2026, targeting a final rate range of 2.75%-3.0% [4] - Deutsche Bank highlights risks to the dollar's structure due to rising US debt and concerns over the Fed's independence [4] - UBS warns that the politicization of the Fed could lead to increased economic risks and higher risk premiums on US debt [4] - HSBC raised its year-end target for the Shanghai Composite Index to 4000 points, citing ample liquidity [4] Major Events - Trump's dismissal of Fed Governor Cook marks the first time a sitting president has removed a Fed official, with Cook planning to challenge the legality of her dismissal in court [5][6] - The Fed's upcoming meetings and potential rate cuts are under scrutiny, with officials indicating support for a 25 basis point cut in September [7][8] - The ongoing conflict in Gaza is expected to reach a decisive conclusion within two to three weeks, although the situation remains complex and uncertain [9][10] - The US government has permanently eliminated the tariff exemption for packages valued under $800, expected to generate an additional $10 billion in annual tariff revenue [16] Company-Specific Developments - Cambricon Technologies surpassed Kweichow Moutai in stock price, becoming the "king of A-shares" with a market capitalization exceeding 600 billion yuan, following a significant turnaround in its financial performance [22][23] - Nvidia's second-quarter earnings exceeded expectations, but the lack of sales in the Chinese market was a notable concern, with third-quarter revenue guidance falling short of some analysts' forecasts [24] - Meituan's stock plummeted nearly 13% after reporting an 89% drop in net profit due to intense competition in the food delivery market, leading to downgrades from several banks [25] - Musk's xAI filed a lawsuit against Apple and OpenAI, alleging collusion to monopolize the AI market, while SpaceX successfully completed its tenth test flight of the Starship [26][27]